Apollon Wealth Management, LLC Schwab Strategic U.S. Mid Cap Transaction History
Apollon Wealth Management, LLC
- $4.8 Billion
- Q2 2025
A detailed history of Apollon Wealth Management, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Apollon Wealth Management, LLC holds 56,788 shares of SCHM stock, worth $1.61 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
56,788
Previous 51,987
9.24%
Holding current value
$1.61 Million
Previous $1.36 Million
16.89%
% of portfolio
0.03%
Previous 0.03%
Shares
27 transactions
Others Institutions Holding SCHM
# of Institutions
1,032Shares Held
283MCall Options Held
9.4KPut Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA60.4MShares$1.71 Billion3.39% of portfolio
-
Creative Planning Overland Park, KS29.6MShares$839 Million0.72% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.6MShares$300 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO10.3MShares$291 Million0.21% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO9.47MShares$268 Million3.22% of portfolio